Connect your bank with PocketSmith and import your transactions automatically.
Keep track of your spending your way with categories, labels, and notes.
Track accounts from different countries and currencies at daily exchange rates.
PocketSmith was recommended by Xero as the only alternative to Xero Personal.
Create cash projections to see your daily bank balances up to 30 years into the future.
Plan your money in a calendar and see what you’re meant to have each day.
Test your decisions to see future outcomes and take uncertainty out of your planning.
Budget according to periods that are meaningful to you: daily, weekly, monthly and more.
Summarize the financial facts that matter to you, and see them in one place.
Keep track of what you own and what you owe. Add property, mortgages, loans and more.
See a report on how much you’ve earned and spent for any chosen date range.
A monthly breakdown of your historical and future financial activity.
The Trends page now remembers the date ranges and periods you’ve selected. This means that when you flick between categories for analysis, the date range and period will stay the same whenever possible for the selected category.
For example, if you want to view the trends in 1 monthly periods for the entire current year, you’ll only need to set this once. The 1 monthly period selection and the current year date range will be retained as you switch between different categories. We’re sure this change will save many people many clicks!